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Sequoia Financial Advisors, LLC: AXS position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Sequoia Financial Advisors, LLC on AXS, newest first. How the timeline and the estimate are built.

Sequoia Financial Advisors, LLC held 30,646 AXS shares at 2026-06-30 per its 13F-HR filed 2026-07-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 30,646 shares
    Change vs previous 13F +159 shares

    0.02% of the 13F portfolio, value $3,292,607.

    13F-HR 0001599900-26-000003 filed by Sequoia Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 30,487 shares
    Change vs previous 13F -3,010 shares

    0.02% of the 13F portfolio, value $3,091,687.

    13F-HR 0001599900-26-000002 filed by Sequoia Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 33,497 shares
    Change vs previous 13F +2,605 shares

    0.02% of the 13F portfolio, value $3,587,194.

    13F-HR 0001599900-26-000001 filed by Sequoia Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 30,892 shares
    Change vs previous 13F -3,711 shares

    0.02% of the 13F portfolio, value $2,959,454.

    13F-HR 0001599900-25-000004 filed by Sequoia Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F/A 34,603 shares
    Change vs previous 13F +4,527 shares

    0.02% of the 13F portfolio, value $3,592,484.

    13F-HR 0001085146-25-004180 filed by Sequoia Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F/A 30,076 shares
    Change vs previous 13F +27,479 shares

    0.02% of the 13F portfolio, value $3,014,819.

    13F-HR 0001085146-25-002275 filed by Sequoia Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F/A 2,597 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $230,147.

    13F-HR/A 0001085146-25-004759 filed by Sequoia Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).